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Find what the customer told sales before they opened the ticket
For support agents who want the Chorus calls and emails around a Zendesk ticket, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
Customers repeat to support what they told sales weeks ago
When a support ticket comes in, the customer may already have raised the same problem with their account manager weeks earlier. Finding out means searching Chorus for their calls and emails around the ticket date and reading each summary.
Without PopdockAI
- Read the ticket and the customer's words
- Search Chorus for the requester's calls and emails
- Read each summary for the same issue
- Ask the customer to repeat the story
With PopdockAI
- The ticket and the customer's own words are read
- The requester's Chorus calls and emails in the window are found
- Each conversation shows whether the issue came up, with a quote
- Who heard first is shown and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Zendesk ticket `{ticket-id}`, find what the customer said to the sales or account team in Chorus within `{window-days}` days (default 30) either side of the ticket being created.
**Step 1: Read the ticket (Zendesk)**
Call `zendesk-get-ticket` with ticket-id set to `{ticket-id}`. If nothing comes back, say the ticket was not found and stop. Keep requester-email, requester-name, organization-name, subject and created-date. Call `zendesk-get-ticket-comment` with the same ticket-id and public true to understand the issue in the customer's own words.
**Step 2: Find the requester in Chorus**
Call `chorus-get-conversation-participants` with email set to the requester-email and max-records 100. Keep each conversation-id. Then call `chorus-get-engagements` with conversation-id set to each one (at most 10) to get date, subject, user-name and meeting-summary. Discard conversations outside the window.
If the requester is in no conversation, fall back to the account: call `chorus-get-engagements` with account-name.contains set to the most distinctive word of the organization-name, date.from and date.to set to the window, max-records 50.
Also call `chorus-get-emails` with initiator-email set to the requester-email, sent-time.from and sent-time.to set to the window.
**Step 3: Report**
1. The ticket in one line: subject, status, created-date.
2. Table of conversations and emails in date order: date, source (call or email), subject, Chorus user, and whether the ticket's issue came up (yes, no, unclear), with a short quote or summary line when yes.
3. Whether the issue was raised in sales conversations before it reached support, and how long before.
**Rules & Guidelines:**
* `zendesk-get-ticket` and `zendesk-get-ticket-comment` are on the zendesk server. `chorus-get-conversation-participants`, `chorus-get-engagements` and `chorus-get-emails` are on the chorus server.
* This prompt is read-only. Do NOT call `zendesk-add-ticket-comment`, `zendesk-update-ticket`, `chorus-add-moment` or any other add, update or export tool.
* Say whether each match came from the requester's own email or from the account-name fallback; the fallback is weaker evidence.
**Validation:**
* If the ticket has no requester-email, use only the account-name fallback and say so.
* Compare email addresses case-insensitively.
* If Chorus returns nothing on either path, report the ticket with no related conversations and stop.Who it's for
One answer, three teams that use it
Support agents
Pick up the ticket with history
See whether the customer already raised the issue, so you do not ask them to repeat it.
Did the customer on Zendesk ticket 51734 mention this to sales on a Chorus call?
Support managers
Spot slow hand-offs from sales
When sales heard first, the dated table shows how long the issue waited before reaching support.
For Zendesk ticket 50211 from Fabrikam, did sales hear about the problem before support did?
Customer success managers
Know the full story before escalation
A short quote from each conversation shows what the customer said and when.
Find Chorus calls and emails within 30 days of Zendesk ticket 48990 for Contoso.
How it works
What PopdockAI does when you ask
You give a Zendesk ticket number and your AI assistant searches Chorus around the ticket date. If the requester is on no call it searches by organization and says that evidence is weaker.
01
Ask
You give the Zendesk ticket number, and optionally a window in days.
02
Read
It reads the ticket and the customer's own words.
03
Search
It finds the requester's Chorus calls and emails, or falls back to the organization.
04
Report
You get a dated table showing whether the issue came up and who heard first.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
zendesk-get-ticket
zendesk-get-ticket-comment
chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Support sees what the customer already told sales
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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